Position in UL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$75,314
+$24,972 QoQ
Shares Held
1,322
+80.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $350,909 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,393 | $350,909 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,314 | 1,322 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $50,342 | 823 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||